Insurance billing overview
The Insurance hub — what it is, how to turn it on, and how the pieces fit together
Insurance setup
Billing identity, taxonomy codes, payers, and per-payer overrides — the one-time setup
Payer enrollment
Enroll with payers to file electronically and receive ERAs
Client insurance coverage
Set a client's billing to insurance and add their coverage details
Filing claims
Send electronic claims to payers, one at a time or several at once
Claim statuses
The claim lifecycle, what each status means, and how to check on a claim
Fixing claims
Rejections, denials, corrections, voiding, and wrong-payer claims
Insurance payments & ERAs
Electronic remittance advice, posting payments, and adjustments
External filing (CMS-1500)
Print CMS-1500 forms and track claims you file outside the platform
Billing insurance under supervision
How claims work when the treating clinician is supervised
Balances & deductibles
How each session splits between insurance and the client
Picking your taxonomy code
Which NUCC taxonomy code to choose — including trainees and pre-licensed associates
Secondary claims
File a claim with a client's secondary insurance after the primary has processed
Timely filing & Write-Offs
Keep unbilled sessions ahead of filing deadlines, clear the list correctly, and write off balances with a paper trail